IDYA
IDEAYA Biosciences, Inc.33.81
+0.44+1.32%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
No earnings call transcript available
Key Stats
Market Cap
2.96BP/E (TTM)
-Basic EPS (TTM)
-1.89Dividend Yield
0%Recent Filings
10-K
FY2025 results
IDEAYA Biosciences narrowed FY2025 net losses to $113.7M from $274.5M in FY2024, boosted by $218.7M collaboration revenue from the $210M Servier darovasertib ex-US license upfront—yet R&D expenses climbed 7% to $314.7M on darovasertib's OptimUM-02 Phase 2/3 enrollment completion (437 patients) and IDE397 combo data. Q4 accelerated with OptimUM-02 topline PFS readout imminent Q1 2026, IDE849 U.S. IND clearance, and IDE034 FPI targeting Q1 2026; darovasertib drove 77% of external clinical spend. Cash swelled to $1.05B post-ATM raises, funding runway past 12 months amid GSK program return. Clinical holds risk quarterly momentum.
8-K
Q4 results, $1.05B cash
IDEAYA Biosciences reported Q4 and full-year 2025 results, ending with $1.05B in cash to fund operations into 2030. Cash dipped from $1.08B, offset by $210M Servier upfront for darovasertib. Key catalyst: 130 PFS events confirmed in OptimUM-02 trial for 1L HLA*A2-negative mUM; topline data due late March. GSK terminated Werner and Pol Theta collaboration.
8-K
IDYA's 2026 pipeline update
IDEAYA Biosciences unveiled its 2026 objectives on January 11, spotlighting darovasertib's OptimUM-02 topline PFS data in Q1 for metastatic uveal melanoma, potentially paving accelerated approval. Four registrational trials advance, including IDE849 monotherapy in SCLC/NEC by year-end. Cash at $1.1B funds operations into 2030. Trials hinge on enrollment momentum.
8-K
IDYA updates pipeline presentation
IDEAYA Biosciences posted a corporate presentation on January 12, 2026, detailing its precision oncology pipeline. Darovasertib + crizotinib combo shows mPFS of 7.0 months and mOS of 21.1 months in metastatic uveal melanoma, beating historical benchmarks, with Phase 3 PFS topline due H2 2026 for potential accelerated approval. Pipeline boasts nine clinical programs; cash funds ops into 2030. Risks shadow early data.
8-K
GSK terminates IDEAYA collaboration
GSK terminated its 2020 collaboration agreement with IDEAYA Biosciences on December 9, 2025, effective March 9, 2026, handing back Werner Helicase (IDE275) and Pol Theta (IDE705) clinical programs. During the 90-day transition, GSK transfers the programs fully. IDEAYA eyes 2026 strategic options. Cash runway holds into 2030.
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